Oak Hill Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-157,218
Closed -$31.1M 230
2024
Q3
$31.1M Buy
+157,218
New +$29.9M 7.67% 2
2024
Q2
Sell
-197,191
Closed -$36M 205
2024
Q1
$36M Buy
+197,191
New +$34.6M 11.49% 3

Other funds holding VIG

Oak Hill Wealth Advisors's VIG Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.46% in Q3 2025, selling an estimated $159K and leaving 165,029 shares worth $35.6M. The position accounts for 6.67% of the portfolio, ranked #3.

Oak Hill Wealth Advisors first reported a position in VIG in Q4 2022 and has held it in 10 quarters since. The position peaked at $35.8M in Q2 2024. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

  • Oak Hill Wealth Advisors held 165,029 shares of Vanguard Dividend Appreciation ETF worth $35.6M as of Q3 2025.
  • Oak Hill Wealth Advisors sold 756 Vanguard Dividend Appreciation ETF shares in Q3 2025, an estimated $159K.
  • Vanguard Dividend Appreciation ETF made up 6.67% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #3 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $35.8M in Q2 2024.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.